GMI Cloud CEO on Why GPUs Can Appreciate and Power Is the Real Bottleneck

Key Info

In a new episode of Where Capital Meets Compute, GMI Cloud founder and CEO Alex Yeh explains why his company's GPUs are worth more today than what he paid for them—the opposite of the usual depreciation story—and argues that power has replaced chip supply as the industry's real bottleneck.

Highlights

• GMI Cloud's GPUs have appreciated in value beyond their purchase price, flipping the typical hardware depreciation narrative.
• Yeh describes GMI's approach across the US and Asia as a "Marriott model" for operating compute infrastructure.
• Power availability, not chip supply, is now the key constraint limiting AI compute expansion.
• The episode explores what it actually takes to make compute a genuinely financeable asset class.